Which Funds Can AFALX Replace?

Applied Finance Dividend Fund Investor Class Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds AFALX Can Replace

24 funds

FSI > 80 out of 672 similar funds

Competing Fund AUM

$14.27B

Assets in funds AFALX can compete with and replace

Outperformance Rank

#409

Rank among 672 similar funds

Who Holds Credible Replacements?

371 firms

111,736 connected advisors

Opportunity analysis

AFALX can replace 24 funds with FSI above 80 out of 672 similar funds, representing $14.27B in competing fund AUM. Its outperformance rank is #409 among those similar funds. 371 13F firms and 111,736 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 35.8%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
1.98%
Assets under management
$30.6M

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